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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,587 | $180,749+202.4% | $160,784+240.0% | $137,256+298.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 22.60% | 2234.46%-2211.9pp | 1803.92%-1781.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,479 | $4,155-40.3% | $3,733-33.6% | $4,156-40.4% |
| Participant deferral / active EE | $12,095 | $6,844+76.7% | $6,293+92.2% | $6,407+88.8% |
| Admin fee / account holder | $15,184 | $10,397+46.0% | $9,717+56.3% | $12,270+23.7% |